NYSE:AZZ
NYSE:AZZBuilding

AZZ (AZZ) Valuation Check After 30% Year-to-Date Rally and New Facility Ramp-Up

AZZ (AZZ) has quietly outperformed many industrial peers this year, and with the stock up about 10% over the past month and 30% year to date, investors are starting to revisit the story. See our latest analysis for AZZ. That recent 30 day share price return of almost 10% has helped put AZZ back near its highs around $108 per share. When you set that alongside a 3 year total shareholder return above 180%, it suggests momentum in the story is still very much intact rather than fading. If AZZ’s...
NYSE:G
NYSE:GProfessional Services

Is Genpact’s AI-First Leadership Overhaul Reshaping the Investment Case For Genpact (G)?

Earlier in December 2025, Genpact expanded its executive team, appointing leaders for corporate development, NextGen Enterprises, and the legal function to advance its GenpactNext, AI-first strategy. By bringing in senior talent from IBM, NTT Data, Accenture, and major tech firms, Genpact is explicitly reinforcing its shift toward Agentic and advanced technology solutions built on differentiated, “last mile” execution capabilities. Next, we’ll examine how this leadership expansion,...
NYSE:GEV
NYSE:GEVElectrical

Reassessing GE Vernova (GEV) Valuation After Its Upgraded 2028 Targets and Boosted Shareholder Returns

GE Vernova (GEV) just laid out a much more ambitious roadmap, pairing higher revenue and margin targets through 2028 with a doubled dividend and a larger buyback, and Wall Street is clearly paying attention. See our latest analysis for GE Vernova. The near term pullback, including a 1 day share price return of about negative 10 percent and a 7 day share price return of roughly negative 15 percent, looks more like a reset after a huge run, given the year to date share price return above 80...
NYSE:BXP
NYSE:BXPOffice REITs

Is Boston Properties (BXP) Undervalued After Its Recent Share Price Pullback?

BXP (BXP) has quietly lagged the broader market this year, with shares down roughly 6% year to date, even as revenue and net income trends point to a more complicated underlying story. See our latest analysis for BXP. The recent pullback, including a 1 day share price return of minus 1.6% and a 90 day share price return of minus 10.6%, suggests sentiment has cooled even though BXP still boasts a positive 3 year total shareholder return of about 23%. This hints that long term holders have been...
NasdaqGS:JOYY
NasdaqGS:JOYYInteractive Media and Services

Reassessing JOYY (NASDAQ:JOYY) Valuation After Earnings Upgrade and Strong Buy Rating Fuel Growth Expectations

JOYY (JOYY) just landed on a Strong Buy list after its current year earnings estimates jumped nearly 17% in two months, and that upgrade is forcing investors to revisit the stock’s growth story. See our latest analysis for JOYY. That backdrop helps explain why, even with the latest share price at $63.19, JOYY’s year to date share price return of 58.85% and 1 year total shareholder return of 81.41% suggest momentum is clearly building as investors reprice its growth and cash returns story. If...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

US Stock Market Today: S&P 500 Futures Rise as Traders Brace for Hotter Inflation

The Morning Bull - US Market Morning Update Thursday, Dec, 18 2025 US stock futures are pointing higher this morning, with contracts tied to a broad market benchmark up about 0.3 percent, as investors focus on a delayed but closely watched November inflation report that is expected to show prices rising 3.1 percent over the past year. That is slightly hotter than October, which means the cost of living is still easing only slowly, even as the Federal Reserve hints it could start cutting...
NYSE:SUI
NYSE:SUIResidential REITs

How Investors Are Reacting To Sun Communities (SUI) Veteran CFO Hire And Dividend Declaration

Sun Communities, Inc. has appointed Mark E. Patten as Chief Financial Officer, effective January 5, 2026, succeeding Fernando Castro-Caratini, who will transition into an advisory role, while the board also declared a fourth-quarter 2025 cash distribution of US$1.04 per share payable on February 2, 2026. The choice of a CFO with more than 35 years of REIT-focused finance experience signals a reinforced emphasis on capital allocation, balance sheet management, and long-term financial...
NasdaqGS:STOK
NasdaqGS:STOKBiotechs

Stoke Therapeutics (STOK) Valuation After Positive Long-Term Zorevunersen Data at AES Meeting

Stoke Therapeutics (STOK) just gave investors another reason to pay attention, with fresh long term data on lead candidate zorevunersen showing sustained seizure reductions and cognitive gains in Dravet syndrome at the AES meeting. See our latest analysis for Stoke Therapeutics. That backdrop helps explain why, even after a small 1 day share price pullback, Stoke’s 30 day share price return of 13.62% and blistering year to date share price return of 191.57% signal powerful positive momentum...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Is Zscaler's (ZS) Deeper Peraton Tie-Up Quietly Reframing Its Zero Trust Platform Ambitions?

Earlier this month, Peraton announced an expanded partnership with Zscaler to combine its hybrid multicloud platform with Zscaler’s cloud-native Zero Trust Exchange, aiming to secure mission-critical government and enterprise environments while simplifying network and security architectures. This collaboration highlights how Zscaler’s Zero Trust and AI-driven security stack is becoming embedded in large-scale digital modernization projects across national security and defense-related...
NYSE:FNB
NYSE:FNBBanks

F.N.B. (FNB): Evaluating the Bank’s Valuation Following New Payment Switch and Instant Payments Launch

F.N.B (FNB) just pushed further into digital banking, rolling out its Payment Switch tool and instant payments capabilities. For investors, the question is how these convenience upgrades might translate into stickier deposits and fee opportunities. See our latest analysis for F.N.B. The digital push seems to be landing with investors, with the share price up about 14 percent over the past month and a year to date share price return above 20 percent, while the 5 year total shareholder return...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Valuation After $250 Million Buyback and New M&A Capital Allocation Strategy

Azenta (AZTA) just put its capital allocation cards on the table, pairing a new $250 million buyback with a detailed M&A playbook that targets growth, higher margins, and disciplined returns. See our latest analysis for Azenta. The latest capital return and M&A update comes after a choppy run, with Azenta’s share price returning 17.71% over the past month but still leaving 1 year total shareholder return at around negative 30%. This suggests tentative momentum rather than a full sentiment...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Can Globalstar’s (GSAT) Drone Connectivity Trial Clarify Its Edge In Private 5G Spectrum?

Earlier this week, Globalstar and Skydio reported they had completed a joint technology trial showing Skydio X10 drones can operate over Globalstar’s licensed Band n53 spectrum and XCOM RAN private 5G platform as a high-performance alternative to traditional Wi‑Fi or public cellular networks. The trial underscores how Globalstar’s exclusive Band n53 rights and private 5G capabilities could make it a key enabler of reliable connectivity for autonomous drones in demanding public safety and...
NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS): Assessing Valuation After a 52% Year‑to‑Date Rally and Recent Pullback

EnerSys (ENS) has quietly become a strong performer, with the stock up about 52% year-to-date and roughly 50% over the past year, even after a recent pullback this week. See our latest analysis for EnerSys. The latest dip, including a 3.22% one day share price decline, looks more like a breather after a strong run. A 90 day share price return of 25.85% suggests momentum is still broadly intact, alongside a solid multi year total shareholder return profile. If EnerSys has caught your...
NYSE:NRG
NYSE:NRGElectric Utilities

Is NRG (NRG) Turning Home Solar Batteries Into a Core Competitive Edge in Texas?

Earlier this month, Sunrun announced a multi-year partnership with NRG Energy’s Reliant brand to bundle solar-plus-storage systems with optimized retail electricity plans in Texas, aiming to build a 1 GW virtual power plant by 2035 that supports the ERCOT grid during peak demand. The deal effectively turns thousands of homes into dispatchable grid resources, letting NRG tap customer-owned batteries for flexible capacity while paying households for sharing stored solar energy. We’ll now...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

nLIGHT (LASR): Reassessing Valuation After Bullish Analyst Coverage on Directed Energy Defense Growth Potential

Recent bullish analyst coverage on nLIGHT (LASR) has put the laser maker back on investors' radar, highlighting its role in directed energy systems just as defense spending on these technologies gathers momentum. See our latest analysis for nLIGHT. That bullish coverage has landed against a backdrop where the share price has pulled back 2.2% over the last day and 8.3% over the week, but still boasts a 30 day share price return of 17.6% and a powerful year to date share price return of 233.3%...
NYSE:HRI
NYSE:HRITrade Distributors

Assessing Herc Holdings’ Valuation After Mixed Earnings, Soft Guidance and Acquisition Integration Progress

Herc Holdings (HRI) just delivered a mixed update that has investors paying closer attention. Revenue jumped roughly 35% year on year and topped expectations, but full year guidance and earnings landed meaningfully below what the market was looking for. See our latest analysis for Herc Holdings. That mixed message is showing up in the price action too, with a strong 21.2% 30 day share price return from $155.34 suggesting near term momentum, even as the year to date share price return and 1...
NasdaqCM:NEGG
NasdaqCM:NEGGSpecialty Retail

Newegg Commerce (NEGG): Valuation Check After Vladimir Galkin Lifts Stake to 17.6% and Shares Jump 27%

Newegg Commerce (NEGG) just jumped about 27% in a day after investor Vladimir Galkin boosted his stake to roughly 18%, a move that quickly pulled speculative traders into the stock. See our latest analysis for Newegg Commerce. That surge sits on top of a huge backdrop, with Newegg’s year to date share price return of around 503% and a 1 year total shareholder return above 500% signaling strong, if volatile, momentum that traders are trying to ride as new events like the AMD Game On...
NasdaqGS:DOX
NasdaqGS:DOXIT

Assessing Amdocs (DOX) Valuation as New AI and Cloud Partnerships With Nvidia, AWS and Microsoft Gain Traction

Fresh attention has swung back to Amdocs (DOX) after new reports spotlight its AI and cloud push with Nvidia, AWS, and Microsoft. This is seen as a strategic counterweight to earlier worries about flat backlog and softer demand. See our latest analysis for Amdocs. Those AI and cloud partnerships seem to be nudging sentiment back in Amdocs’ favor, with a 1 month share price return of 6.21% helping to offset the negative 1 year total shareholder return of 4.65%. This suggests momentum is...